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Nonprofiteer
← TEXAS HEALTH RESEARCH & EDUCATION INSTITUTE

Form 990 for tax year 2024

Filed by TEXAS HEALTH RESEARCH & EDUCATION INSTITUTE.

Totals

Total revenue
$4,905,286
Total expenses
$6,411,115
Contributions and grants received
$2,839,743
Grants paid
$2,617,110
Program services expenses (Part IX)
$5,925,708
Management and general expenses
$485,407
Fundraising expenses
$0
Program service expenses (Part III)
$5,925,708

Program services were 92.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MiaoWinjie Tang

    President/Trustee

    Total calculated
    $2,459,823
    From this org
    $0
    From related orgs
    $1,927,618
    Other
    $532,205
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,053,266 related
    Bonus
    $0 + $685,561 related
    Other
    $0 + $188,791 related
    Deferred
    $0 + $497,231 related
    Nontaxable benefits
    $0 + $34,974 related
    Filer's total
    $0 + $2,459,823 related

  • McWhorterRicky E

    Trustee

    Total calculated
    $2,149,571
    From this org
    $0
    From related orgs
    $1,769,197
    Other
    $380,374
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $998,039 related
    Bonus
    $0 + $615,187 related
    Other
    $0 + $155,971 related
    Deferred
    $0 + $339,384 related
    Nontaxable benefits
    $0 + $40,990 related
    Filer's total
    $0 + $2,149,571 related

  • KramerKenneth J

    Assistant Secretary

    Total calculated
    $1,617,416
    From this org
    $0
    From related orgs
    $1,346,110
    Other
    $271,306
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $749,605 related
    Bonus
    $0 + $447,361 related
    Other
    $0 + $149,144 related
    Deferred
    $0 + $228,611 related
    Nontaxable benefits
    $0 + $42,695 related
    Filer's total
    $0 + $1,617,416 related

  • MasicaAndrew

    Trustee

    Total calculated
    $1,116,908
    From this org
    $0
    From related orgs
    $937,286
    Other
    $179,622
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $563,157 related
    Bonus
    $0 + $276,828 related
    Other
    $0 + $97,301 related
    Deferred
    $0 + $114,306 related
    Nontaxable benefits
    $0 + $65,316 related
    Filer's total
    $0 + $1,116,908 related

  • JacksonDavid W

    Assistant Secretary

    Total calculated
    $834,928
    From this org
    $0
    From related orgs
    $709,546
    Other
    $125,382
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,958 related
    Bonus
    $0 + $292,182 related
    Other
    $0 + $73,406 related
    Deferred
    $0 + $83,749 related
    Nontaxable benefits
    $0 + $41,633 related
    Filer's total
    $0 + $834,928 related

  • CantuStacy G

    Corporate Secretary

    Total calculated
    $473,514
    From this org
    $0
    From related orgs
    $399,545
    Other
    $73,969
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,922 related
    Bonus
    $0 + $77,808 related
    Other
    $0 + $33,815 related
    Deferred
    $0 + $18,541 related
    Nontaxable benefits
    $0 + $55,428 related
    Filer's total
    $0 + $473,514 related

  • TurbevilleTeresa D

    DIR SR RESEARCH

    Total calculated
    $278,311
    From this org
    $215,889
    From related orgs
    $0
    Other
    $62,422
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,012
    Bonus
    $15,508
    Other
    $25,369
    Deferred
    $15,592
    Nontaxable benefits
    $46,830
    Filer's total
    $278,311

  • CantrellCarrie L Hull

    DIR RESEARCH ADMN

    Total calculated
    $203,371
    From this org
    $152,481
    From related orgs
    $0
    Other
    $50,890
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,433
    Bonus
    $6,047
    Other
    $12,001
    Deferred
    $11,456
    Nontaxable benefits
    $39,434
    Filer's total
    $203,371

  • PlantTamara D

    DIR CLIN RSRCH

    Total calculated
    $195,923
    From this org
    $144,516
    From related orgs
    $0
    Other
    $51,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,925
    Bonus
    $5,857
    Other
    $13,734
    Deferred
    $11,311
    Nontaxable benefits
    $40,096
    Filer's total
    $195,923

  • CraigTara

    SUPV RN RSRCH CLIN

    Total calculated
    $158,698
    From this org
    $113,241
    From related orgs
    $0
    Other
    $45,457
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $105,573
    Bonus
    $4,919
    Other
    $2,749
    Deferred
    $8,861
    Nontaxable benefits
    $36,596
    Filer's total
    $158,698

  • KirbyMichelle Riddle

    Former Officer

    Total calculated
    $127,706
    From this org
    $0
    From related orgs
    $127,706
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $127,706 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $127,706 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

ScheduleJ, Part I, Line 3 - CEO Compensation
The organization relied on Texas Health Resources (THR), a related 501(c)(3) organization with centralized compensation professionals to use the following methods to establish the compensation of the organization's top executive officer who is responsible for the daily operations of the entity. * An Independent compensation consultant may be hired. * Compensation surveys or studies are utilized. * Board or Governance committee approves the compensation parameters within the compensation philosophy. The President is a corporate officer providing oversight of the Sr Director of Research and whose compensation is paid and determined by THR.
Schedule J, Part I, Line 4b - Nonqualified retirement plan
Participation in the THR plans is made available to a select group of management and highly compensated employees who are providing services in key positions of management and/or responsibility and who are determined by the THR Board of Trustees. SERP: For the active restoration account (Account balances after 12/31/2009) SERP benefits vest while the participant is employed if the participant: * Reaches age 65 * Becomes disabled or dies, * Reaches the following years of service: 2 Years - 25%; 3 Years - 50%; 4 Years - 75% and 5 or more years - 100% Participants must be employed on Dec 1 to qualify for the current year's SERP Benefit unless separation is due to death, disability, retirement (Age 65) or early retirement (separation from service at or after age 55 with 75 years of combined age and service with the system.) SERP benefits are calculated each Dec 1. Vested balances are taxed to the employee and the net balances begin accruing earnings. Vested balances are paid in a cash lump sum within a 90-day period commencing on the earlier of death, disability, or separation from service. The deferred portion is included in Schedule J, Part II, column C. In frozen restoration accounts (account balances prior to 1/1/2010), the participant or beneficiary shall be taxed on his or her vested SERP benefits upon the earliest of: * Continued employment in THR until age 68 * Termination of employment for disability or death * Involuntary termination of employment without reasonable cause; or * Satisfying a 24 month non-compete period following his/her termination of employment. Payment follows the before mentioned events, except in the case of involuntary separation when the participant must wait 24 months to receive the previously taxed benefit. LTIP: The Long Term Incentive Plan covers 2,3,or 4 years. Payouts are made over 2,3, or4 years after key performance goals are met. Benefits vest if they are employed at the end of the year the payout is made. Payments can also be made if separation is due to death, disability, retirement (Age 65) or early retirement (separation from service at or after age 55 with 75 years of combined age and service with the system.) In the case of retirement and early retirement, CEO approval much be obtained and a non-compete must be satisfied prior to the end of the year payout. Retention: A retention agreement may be offered to an executive in a key position or based on succession planning needs of the system. The length of the retention period will be dependent upon the needs of the organization to retain the key executive. Payments are made within 2 1/2 months following the end of the retention period. Payouts to the following employees were made during the year for all the plans listed above. The amounts below are included in the amount reported on Sch J, Part II, Column B(ii) and Column (F), if previously reported as deferred. Jackson,David W. 171,438 Kramer,Kenneth J. 129,591 Masica,Andrew 69,371 McWhorter,Ricky E. 157,792 Miao,Winjie Tang 178,807

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202523109349301422

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